How Dentists Can Understand Their Profit & Loss in Relation to the Statement of Cash Flows
As a dentist, your focus is on patient care not financial statements. But understanding the relationship between your Profit & Loss (P&L) statement and your Statement of Cash Flows can give you a powerful edge in managing your practice. In … Read more…
2026 Retirement Plan Contribution Limits, Phase-Out Ranges, and Income Limits
The IRS has released 2026 inflation-adjusted contribution limits, phase-out ranges, and income limits for various retirement accounts. (IRS Notice 2025-67) Contribution Limits 401(k), 403(b), and most 457 plans — For 2026, an individual can contribute $24,500 to a 401(k), 403(b), … Read more…
2026 Health Insurance Premium Hikes: What Dental Practices Should Know and Consider
Disclaimer: This article is written from a Certified Public Accountant (CPA) perspective and is intended for informational purposes only. It is not a substitute for legal, insurance, or human resources advice. Please consult with a licensed insurance broker, employment attorney, … Read more…
Protecting Your Dental Practice from Fraud: What Every Dentist Needs to Know
Fraud is an increasing concern for dental practices of all sizes. Whether you operate a solo office or manage a multi-provider group, your practice may be more exposed to financial risk than you realize. With rising operational costs and limited … Read more…
Optimizing Hygienist Compensation for Practice Growth
In today’s dental landscape, practice owners are rethinking traditional compensation models. One increasingly popular approach is paying hygienists based on production rather than a flat hourly rate or salary. Production-based pay compensates employees based on the revenue they generate or … Read more…
The Final Chapter: Exit Strategies for Practice Owners – Part 3: Maximizing Value and Minimizing Taxes – The CPA’s Role in a Successful Exit
Selling your practice is a major milestone—one that deserves careful planning, not a rushed decision. Whether you’re retiring, shifting gears, or simply stepping back from ownership, how you exit can have a lasting impact on your financial future. A well-crafted … Read more…
Maintaining Business Debt – Key Strategies for Dental Practices
Debt is often viewed with apprehension by dental practice owners. However, when it is managed strategically and responsibly, it can serve as a valuable instrument for growth and long-term success. Rather than being a burden, debt used wisely can empower … Read more…
The Final Chapter: Exit Strategies for Practice Owners – Part 2: Exploring Your Exit Options – From Private Sale to Private Equity
There’s No One-Size-Fits-All Exit Strategy Every practice owner’s journey is different, and so is the path to stepping away. Whether you’re looking to retire, pivot, or just slow down, here are some of the most common ways to exit your … Read more…
The Final Chapter: Exit Strategies for Practice Owners – Part 1: Preparing for the Transition – When and Why to Start Planning Your Practice Exit
When it comes time to leave your practice, it’s not just about closing a chapter, rather it’s about setting the stage for what’s next. Maybe you’re dreaming of retirement, feeling stretched too thin, or just reading the signs in the … Read more…
Financial & Economic Insights for Healthcare Practice Owners
Happening July 17, 2025 – Join us in the Rogue Valley for hors d’oeuvres, drinks, and an interactive panel discussion with local economic & financial experts. RSVP Here: Save My Seat Whether you’re new or experienced in running a private … Read more…



